Family Capital Management’s First Trust Exchange-Traded Fund VIII First Trust Smith Opportunistic Fixed Income ETF FIXD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.85M | Buy |
87,770
+1,937
| +2% | +$85K | 2.02% | 13 |
|
|
2025
Q1 | $3.76M | Buy |
85,833
+489
| +0.6% | +$21.4K | 2.32% | 11 |
|
|
2024
Q4 | $3.67M | Sell |
85,344
-6,688
| -7% | -$287K | 2.21% | 12 |
|
|
2024
Q3 | $4.16M | Sell |
92,032
-1,745
| -2% | -$78.9K | 2.68% | 9 |
|
|
2024
Q2 | $4.04M | Sell |
93,777
-13,871
| -13% | -$597K | 2.75% | 8 |
|
|
2024
Q1 | $4.69M | Sell |
107,648
-10,753
| -9% | -$469K | 3.27% | 8 |
|
|
2023
Q4 | $5.28M | Sell |
118,401
-59,259
| -33% | -$2.64M | 3.74% | 7 |
|
|
2023
Q3 | $7.47M | Sell |
177,660
-4,622
| -3% | -$194K | 4.93% | 6 |
|
|
2023
Q2 | $8.05M | Buy |
182,282
+1,513
| +0.8% | +$66.8K | 5.02% | 8 |
|
|
2023
Q1 | $8.15M | Buy |
180,769
+34,838
| +24% | +$1.57M | 3.52% | 7 |
|
|
2022
Q4 | $6.41M | Buy |
+145,931
| New | +$6.41M | 4.22% | 5 |
|